Claraphi, LLC (Seattle)
Claraphi, LLC is a large advisory firm based in Seattle. It manages $58.3 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Washington.
Claraphi provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Claraphi: assets under management
The assets under management (AUM) of Claraphi, LLC is $58.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Claraphi, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Seattle
The principal office where Claraphi, LLC performs its advisory services is located at 425 Pontius Ave. N., Seattle, WA 98109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-588-7500 or by fax 206-588-7501. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.claraphi.com.
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